2018’s Top Five Retirement Plan Trends for Employers
Craig Stanley Voted a 2017 Top Retirement Plan Advisor Under 40 in the U.S.
It’s January… the time of year when we all make predictions for the next 12 months, and then, come December, either say “I told you so!” or pretend like we never said anything at all. The good news is that we here at Summit Group have been working with retirement plans and employers for quite Read More →
DOL Update: A New Definition of Fiduciary
Our very own Craig Stanley – Lead Partner, Retirement Plan Consulting – has (once again) been named to the list of “Top Plan Advisors Under 40” in the U.S. for 2017! And, yes, he is still under 40 (not for long though)! This is Craig’s 3rd year making this distinguished list, which is published by Read More →
In 2016, the Department of Labor (DOL) finalized regulations updating, and expanding, the definition of “fiduciary” in regards to the provision of investment advice. Originally these regulations were set to become applicable in April of this year. However, the current administration wanted to delay the applicable date to allow the DOL to fully examine the Read More →